Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VVI (Viad Corp) | -8.47% | 10.16% | 8.74% | -2.37% | 4.28% | 6.69% | 3.49% | 2.78% |
Data as of 03/04/2025, AR inception is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVI (Viad Corp) | 01/03/2000 | 03/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 10.16 | 8.74 | -2.37 | 4.28 | 6.69 | 3.49 | 2.78 | -8.47 | 18.15 | 48.42 | -43.00 | 18.30 | -46.24 | 35.62 | -8.91 | 26.64 | 58.03 | 7.43 | 4.22 | 16.36 | 57.87 | -30.74 | 24.58 | -15.67 | -21.16 | -21.82 | 39.20 | 3.57 | 14.41 | 11.87 | -5.62 | 2.95 | -16.14 |
| Sharpe Ratio | NA | 0.09 | 0.10 | -0.08 | 0.06 | NA | NA | 0.03 | -1.39 | 0.29 | 1.03 | -0.92 | 0.41 | -0.42 | 1.72 | -0.44 | 1.32 | 2.32 | 0.27 | 0.15 | 0.56 | 1.80 | -0.57 | 0.61 | -0.31 | -0.36 | -0.64 | 1.55 | 0.06 | 0.60 | 0.38 | -0.20 | 0.02 | -0.60 |
| Standard Deviation(%) | NA | 39.78 | 43.22 | 62.70 | 47.39 | NA | NA | 41.72 | 31.72 | 40.19 | 43.11 | 48.40 | 44.34 | 109.32 | 19.95 | 23.44 | 19.81 | 24.94 | 27.43 | 27.43 | 29.27 | 32.41 | 54.02 | 40.27 | 50.15 | 61.94 | 39.00 | 23.25 | 24.59 | 22.43 | 29.15 | 33.72 | 36.71 | 34.10 |
| Draw Down(%) | NA | 23.28 | 60.21 | 72.87 | 83.28 | NA | NA | 83.28 | 11.34 | 23.28 | 43.20 | 46.67 | 22.83 | 82.95 | 14.84 | 24.59 | 10.59 | 9.67 | 13.38 | 22.56 | 20.65 | 23.43 | 38.85 | 40.27 | 50.61 | 55.07 | 36.82 | 17.00 | 20.15 | 20.26 | 20.62 | 43.04 | 33.15 | 32.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.05 | 0.78 | 2.95 | 1.78 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.80 | 0.71 | 0.91 | 1.48 | 1.51 | 7.38 | 12.10 | 1.81 | 0.70 | 0.89 | 0.76 | 0.61 | 0.45 | 0.63 | 0.66 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/04/2025, AR inception is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVI (Viad Corp) |
-34.92%
Jul 2017 - Jul 2020 |
-17.56%
Apr 2018 - Apr 2023 |
-5.56%
Aug 2000 - Aug 2010 |
-2.80%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVI (Viad Corp) |
45.15%
Sep 2014 - Sep 2017 |
31.81%
Jul 2012 - Jul 2017 |
19.13%
May 2009 - May 2019 |
9.87%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart